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Plaid sync tests and multi-currency investment support (#1531)
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* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
This commit is contained in:
Zach Gollwitzer 2024-12-12 08:56:52 -05:00 • committed by GitHub
parent b2a56aefc1
commit 800eb4c146
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21 changed files with 406 additions and 165 deletions
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15
app/models/account.rb
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@ -118,11 +118,8 @@ class Account < ApplicationRecord
Money.new(balance_amount, currency)
end
def owns_ticker?(ticker)
security_id = Security.find_by(ticker: ticker)&.id
entries.account_trades
.joins("JOIN account_trades ON account_entries.entryable_id = account_trades.id")
.where(account_trades: { security_id: security_id }).any?
def current_holdings
holdings.where(currency: currency, date: holdings.maximum(:date)).order(amount: :desc)
end
def favorable_direction
@ -151,12 +148,4 @@ class Account < ApplicationRecord
entryable: Account::Valuation.new
end
end
def holding_qty(security, date: Date.current)
entries.account_trades
.joins("JOIN account_trades ON account_entries.entryable_id = account_trades.id")
.where(account_trades: { security_id: security.id })
.where("account_entries.date <= ?", date)
.sum("account_trades.qty")
end
end